Leverage Clerx's AI-powered intake with Salesforce's world-class CRM to build a sophisticated client acquisition and retention system.
Create enterprise-level client management workflows that scale with your practice and maximize long-term client value.
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Clerx automatically creates and updates Salesforce leads with detailed conversation analysis, qualification scores, and next-step recommendations.
Convert qualified leads into Salesforce opportunities with estimated case values and probability scores based on Clerx intake data.
Map any Clerx intake field to custom Salesforce fields for complete data integration and reporting flexibility.
Trigger Salesforce marketing campaigns and follow-up sequences based on Clerx conversation outcomes and client profiles.
Discover how Clerx + Salesforce can help your firm convert more leads, save hours of admin time, and run a tighter intake process.
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